Fund Details
Aditya Birla Sun Life Short Term Direct Fund IDCW Quarterly
| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.41% |
| NAV | ₹11.02 (23 Jul 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹7,725 Cr |
Returns
Comparison
1. Lower expense ratio - 0.4%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. Exit load is zero
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | NCD | 2.8% |
| GOI | Sovereign | GOI FRB | 2.7% |
| Bihar State | Others | SDL | 2.3% |
| GOI | Sovereign | CGL | 2.1% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.9% |
| REC Ltd. | Financial | Debenture | 1.8% |
| Shriram Transport Finance Company Ltd. | Financial | NCD | 1.8% |
| Embassy Office Parks REIT | Construction | Debenture | 1.6% |
| GOI | Sovereign | CGL | 1.4% |
| Reliance Industries Ltd. | Energy | Debenture | 1.3% |
Fund Managers
Aditya Birla Sun Life Short Term Direct Fund IDCW Quarterly Details
Aditya Birla Sun Life Short Term Direct Fund IDCW Quarterly is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Maneesh Dangi, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Short Term Direct Fund IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹7,725 Cr and the Latest NAV as of 23 Jul 2021 is ₹11.02.
The Aditya Birla Sun Life Short Term Direct Fund IDCW Quarterly is rated Moderate risk. Minimum SIP Investment is set to 1000.
Investment Objective
The scheme seeks to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
